See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,740 | $81,248-49.9% | $155,509-73.8% | $80,856-49.6% |
| Participation rate | 16.4% | 66.2%-49.9pp | 78.2%-61.8pp | 67.6%-51.3pp |
| Annual return | 21.39% | 33.31%-11.9pp | 64.67%-43.3pp | 35.59%-14.2pp |
| Employer contribution / active EE | $403 | $3,100-87.0% | $4,672-91.4% | $2,755-85.4% |
| Participant deferral / active EE | $622 | $3,452-82.0% | $5,626-88.9% | $4,296-85.5% |
| Admin fee / account holder | $40 | $7,997-99.5% | $15,912-99.8% | $6,918-99.4% |